-18.0%
POET vs COO
-7.7%
-10.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.9% | -10.0% | -2.6% |
| 7D | -16.4% | +8.4% | -24.9% | -14.6% |
| 30D | -37.5% | +13.5% | -51.0% | -35.5% |
| 3M | -43.1% | -13.8% | -29.3% | -45.6% |
| 6M | -31.4% | +4.7% | -36.1% | -31.7% |
| YTD | -22.9% | -21.4% | -1.5% | -12.5% |
| 1Y | -18.0% | -6.7% | -11.2% | -12.0% |
| All | -18.0% | -7.7% | -10.3% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded COO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling